The Overloop.ai integration allows you to automatically push leads into your Pipedrive CRM account when they are sourced and contacted by an Overloop.ai campaign.

It also offers the possibility to ensure that you will not contact a lead that is already present into your Pipedrive account.

You can also decide to automatically create deals or activities in Pipedrive from Overloop.ai workflows when a lead is created, or when he replies,...

Tracking events (lead opened your email, lead replied by email, lead replied on Linkedin,...) can also be pushed as notes on your leads in Pipedrive when the option is enabled in the integration settings.

Attract new leads

Qualify my leads

Automate my pipeline and data

Overloop AI

Automating PDF creation has never been easier with PDF Generator! 

With PDF Generator, you can generate PDFs from custom templates. PDF data will be automatically populated using your Pipedrive fields! With support for both default and custom fields, you’ll never have to manually enter data into your PDFs again!

We offer several flexible plans. Simply choose the number of documents per month that works best for you. Customize your plan to fit your individual needs, or share your plan for company-wide document generation. All plans come with unlimited templates!

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

How it works:

From your PDF Generator portal, you'll have the option to create PDF templates. Simply upload a blank PDF, name the template, and add your fields in our easy-to-use editor. Each field can automatically draw from Pipedrive fields, saving time in filling out your info. You can even customize the appearance of your fields, including font, color, spacing, and more!

From within Pipedrive, simply click on a deal, and you'll see a list of your templates within the PDF Generator app panel. Select the template you want to generate, click "Fill", input or modify any information, and click "Generate". That's it! You'll receive a fully-generated PDF document ready for use!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

Manage contracts

PDF Generator

**Customize dashboards and gain real-time insights!**
- Make your Pipedrive data more valuable by visualizing your [pipeline and sales performance](https://www.plecto.com/sales/?utm_campaign=INT-PAR-C-) in Plecto
- Create custom Pipedrive dashboards that display all the information important to you
- Get an unbeatable overview of your business performance in real-time

**More than just visualization!**
- Our unique gamification features provide you with the right tools to engage your employees
- Motivate employees with contests across teams or locations
- Create [achievements awards](https://www.plecto.com/achievements/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) and an atmosphere fuelled by performance with leaderboards

**Provide real-time reports to managers, CEOs and board members whenever needed!**
- It just takes a few minutes to build [customized reports](https://www.plecto.com/reports/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) in Plecto 
- You can set up reports for automatic send-out. Just choose a date and a timeslot, and Plecto does the rest!

**Get started today!**
- Discover how Plecto can help you to get the most out of your Pipedrive solution. Start your [14-day free trial ](https://www.plecto.com/signup/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive)today!

Other use cases

Plecto

Grow your email list and get more qualified contacts with [Poptin](https://www.poptin.com)!

It is a user-friendly lead capture platform designed to boost your contacts when visitors sign up through Poptin’s pop-ups and forms. It comes with over 40 beautiful and fully responsive templates you can personalize depending on your brand.

Poptin’s [exit-intent technology ](https://www.poptin.com/blog/exit-intent-technology-can-grow-business/) provides great results as it automatically tracks your visitors when they’re about to exit your page, allowing you to show an enticing pop-up that drives better conversions.

Its wide array of advanced targeting options and smart triggers also enhances the chances of getting leads by showing a pop-up to the right audience at the right time.
With Poptin’s long list of advanced features and easy integration process, your pop-ups can achieve excellent results for your marketing efforts with Pipedrive.

**Key features:**

- 40+ beautiful pre-made templates
- Drag-and-drop editor
- Smart triggers and targeting options
- Exit-Intent technology
- Built-in analytics
- A/B testing capabilities
- Autoresponders
- Available in different languages

Poptin is free to use forever. Paid subscription plans start at $19 a month.


To know more about how to integrate Poptin with Pipedrive, see full instructions from our [Help Guide](https://help.poptin.com/article/show/106986-how-to-integrate-your-poptin-with-pipedrive).

Poptin

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

Enable payments and tracking

QuarterOne

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Communicate with leads

Manage my projects

Spruce

Woodpecker is an intuitive cold email tool that helps B2B companies to connect with prospective customers and business partners and keep the conversations going.

Woodpecker allows you to craft personalized, relevant email sequences and makes sure they get delivered to your recipient’s main inbox.
Your follow-ups are sent in the same thread as the opening email. The sequence is automatically stopped when someone replies.

Woodpecker helps you easily experiment with your messages to find the best-performing versions, and automatically marks how interested your prospects are when they reply.

The tool makes outreach across channels easier with LinkedIn manual tasks and Woodpecker Calls: a call scheduling and tracking mobile app for Android that allows you to contact your leads straight from your phone.

Woodpecker is like an assistant who takes over the daunting, repetitive part of starting conversations and building B2B relations. It allows sales, lead generation and recruitment professionals to save time and focus on the human-to-human part of the process.

Woodpecker.co

The Zoho Sign application for Pipedrive helps businesses around the world expedite their sales paperwork processing with dynamic and seamless eSignature workflows. Connect your Pipedrive account to Zoho Sign to send documents out for signatures quickly and securely. Manage your documents and track their progress in real-time directly from the hub of your Pipedrive sales.

**Key Features:**

- Send a Zoho Sign Template To Pipedrive Deals or Contacts or Organization Email Id.

- Upload the Pipedrive Documents to Zoho Sign.

- Track the Document Status in Pipedrive Panel.


**How it works:**

1. Open the desired deal or contact from your Pipedrive dashboard.

2. You can then use the Zoho Sign actions to send a template or a document from the hub of your Pipedrive sales for signature or open Zoho Sign to manage the associated document signature request.

3. The Zoho Sign app panel will show the associated document signature request's latest status.

**Prerequisite:**
* Pipedrive Account
* Zoho Sign Account - Enterprise*

**About OAppS:**

Authorized Marketplace app solutions providers. Developed 50+ extensions for many SaaS services and served many customers. Contact us for any extensions/integrations development, please mail us at help@oapps.xyz. We are passionate about creating Outstanding Apps, that Empower Your Business And Lead To Success.

Zoho Sign for Pipedrive

ActiveDEMAND is a cost-effective marketing automation platform that provides seamless integration to Pipedrive and offers:

- Drip campaigns
- Newsletters
- Appointment scheduling
- Webforms
- and so much more!

Are you tired of switching between applications to see what is happening in marketing and fighting with Zapier? Now you can finally see ALL marketing email engagement directly in your Pipedrive contact screens. The pain of trying to sync your marketing leads with your CRM is eliminated once you combine Pipedrive and ActiveDemand. Leads are automatically imported into Pipedrive, and lead updates are pushed to ActiveDEMAND automatically.
The fun doesn’t stop there!

 ActiveDEMAND is constantly communicating with Pipedrive to move prospects through your sales funnel. A whitepaper download may indicate an early funnel lead and a quote request is a later stage deal. Let ActiveDEMAND automate the deal progression. Did your deal close? Have ActiveDEMAND automatically stop a drip campaign. ActiveDEMAND and Pipedrive provide you with a fully integrated sales and marketing automation solution.

With ActiveDEMAND, you have full control over what information is delivered in Pipedrive. Our custom workflow engine puts you in charge: Choose how much information will go into your CRM

Nurture my leads

Manage my accounts

ActiveDEMAND

Appy Pie’s Connect offers event-based automation, enabling you to create custom integration to meet your needs.

Trigger workflows automatically on specific events. Make sure you have an API to make your apps work together on our platform. Set up cross-functional workflows to send automated emails, run and manage automated campaigns, create automated tasks, automate social media activities and automate your entire business process.

Appy Pie Connect

Bardeen is a productivity tool to automate your repetitive tasks and control your web apps from anywhere.
With a keyboard shortcut, you can create a new Pipedrive contact from LinkedIn, associate an email with a deal, and create notes on the fly.
Bardeen also connects with your favorite web apps such as Google Calendar, Sheets, Gmail, Jira and many others. You can set triggers to move data between apps or use our GET command to save all existing data from one app to another.
Here are the most popular pre-built Pipedrive playbooks to try:

- Create a Pipedrive contact from LinkedIn
- Save email to a Pipedrive deal
- Create a Pipedrive note associated with a contact
- Get social profiles of a Pipedrive contact
- Send a PDF of a Pipedrive report to Slack


Explore our [ultimate guide to Pipedrive workflow automations](https://www.bardeen.ai/posts/pipedrive-automations) to boost your work and stay focused on what’s important.

Bardeen

Elevate your Pipedrive experience with Boost.space, the comprehensive data synchronization platform. Seamlessly connect with 1700+ apps, tailoring modules for orders, organization, person, lead, and messages.

Our intuitive interface and no-code toolkit empower you to craft intricate workflows effortlessly, ensuring seamless data synchronization. Connect with popular apps like Salesforce, Mailchimp, Aircall, and more, transforming your Pipedrive efficiency.

Experience the freedom to focus on your business priorities as Boost.space streamlines complex tasks and opens up new integration possibilities. Discover the next level of data synchronization with Boost.space.

**Explore the various ways to integrate Pipedrive seamlessly with Boost.space:**

Streamline team communication by receiving Pipedrive notifications directly on your preferred messaging platform using Boost.space's modules.

Enhance sales efficiency by automatically creating leads, fetching person details, and updating deal information in Pipedrive through Boost.space's specialized modules.

Accelerate deal closures by seamlessly integrating Pipedrive with lead-generating platforms like LinkedIn, utilizing Boost.space's modules for a continuous flow of quality leads.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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